Sales Officer CASA

2 days ago

Bengaluru, India Yes Bank Full time

Responsibilities

  • Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.)
  • Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants
  • Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs)
  • Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
  • Maintaining good relationship with the customers
  • Complete adherence to Yes Personality guidelines
  • Compliant towards KYC and all operational risk
  • Comply with Banks policies and processes
  • Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns
  • Ensure safety and security of Bank and customer's assets
  • Ensure timely submission of MIS reports
    Expected CandidateAgeMinimum 21 to Maximum 30 years
    ProfileEducation:
  • Graduation (Post Graduate preferred)
  • AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
    Past Experience0 - 5 years work experience in Banking & Financial Services Organizations
    Other Aspects /

Skills:
- -
- Good written and verbal communication skills
- Fully conversant with MS Office
- Excellent networking & interpersonal skills
- Sensitive to issues of confidentially and compliance
- Market knowledge of Retail Banking or 'Consumer Banking' or 'Branch Banking'
- Knowledge of regulatory guidelines

  • Address :

Yes Bank, Richmond Circle office ( Near to Glowing Lights, Richmond Circle)

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